Ecarx Holdings Stock Price, News & Analysis

ECARX (NASDAQ: ECX), a global mobility technology provider, showcased its AI-powered automotive solutions at the 2025 World Artificial Intelligence Conference (WAIC) in Shanghai. The company highlighted its Antora® series computing platform, which integrates intelligent cockpits, assisted driving, and parking functionalities on a single platform compliant with ISO 26262 and ASIL B safety requirements.

The company unveiled two key innovations: ECARX AutoGPT, an in-vehicle AI large model application, and ECARXperience, a generative in-vehicle HMI system. These solutions are currently deployed in multiple flagship vehicles across more than 20 global markets, including Geely Galaxy and Lynk & Co models.

ECARX (Nasdaq: ECX) announced that its Cloudpeak® cross-domain software stack is powering the global launch of the Volvo EX30 Cross Country compact electric SUV. The software solution demonstrates significant market adaptability, offering Google Automotive Services (GAS) certified intelligent cockpit system for European markets while integrating AAOS (Android Automotive OS) for the Chinese market.

The Volvo EX30 Cross Country began sales in China on July 17, 2025, following its European launch in February 2025. The vehicle has shown strong market performance with over 100,000 units sold as of January 2025, highlighting the effectiveness of ECARX's adaptable software solution in meeting diverse regional requirements.

ECARX Holdings (Nasdaq: ECX) has formed a strategic partnership with Monolithic Power Systems (Nasdaq: MPWR) to advance automotive intelligence and robotics solutions globally. The collaboration focuses on system integration, platform adaptation, and delivery optimization.

The partnership will leverage MPS's global R&D, supply, and engineering support systems to help strengthen ECARX's global supply chain and accelerate product deployment. Key areas include product adaptation, validation, and system optimization to reduce development cycles and improve time-to-market efficiency.

This alliance aims to expand ECARX's intelligent solutions into industrial automation and consumer electronics, building on MPS's semiconductor expertise and proprietary technologies in system integration and packaging.

ECARX Holdings (Nasdaq: ECX) has achieved three significant ISO certifications: ISO9001 (Quality Management), ISO14001 (Environmental Management), and ISO45001 (Occupational Health & Safety). These certifications cover the complete lifecycle of their intelligent cockpit and driving solutions.

The certifications represent a strategic milestone for ECARX, whose technology currently powers over 8.7 million vehicles worldwide. They remove barriers to entry in developed markets and strengthen the company's position when competing for new projects with global automakers. The accreditations will also support ECARX's expansion into AI, robotics, and embodied-intelligence applications beyond the automotive sector.

ECARX (Nasdaq: ECX) has expanded its strategic partnership with Samsung Group to advance automotive intelligence, robotics, and AI technologies. The collaboration will integrate Samsung's next-generation displays, high-speed memory, and flash storage solutions into ECARX's product portfolio.

Building on their existing successful partnership, which has already resulted in the integration of Samsung displays in ECARX's intelligent cockpit systems and the industry's first automotive-grade LPDDR5 memory implementation in ECARX's Antora® computing platform and Skyland® intelligent driving solution, the enhanced partnership aims to develop intelligent solutions for vehicles, smartphones, wearables, and robots.

ECARX (NASDAQ: ECX) has released a white paper detailing their successful acceleration of Google Automotive Services (GAS) integration time by over 50%. The company achieved GAS certification in just 8 months for the Polestar 4 and 10 months for the Volvo EX30, significantly beating the standard 12-18 month timeline.

The efficiency gains were achieved through innovative approaches including CI/CD integration, a dedicated test farm capable of running 1.6 million automatic test cases, and proactive test-driven methodologies. The integration was successfully implemented on both Qualcomm Snapdragon SoCs and ECARX's Antora 1000 computing platform for in-vehicle infotainment systems.

ECARX Holdings (Nasdaq: ECX) has announced a strategic partnership with a leading robotic lawn mower developer to integrate its lidar technology, marking the company's expansion beyond automotive intelligence. The partnership involves mass production planned for 2026 and represents ECARX's first non-automotive customer for its lidar solution.

ECARX's proprietary solid-state 3D short-range lidar operates at 905nm wavelength with a 60-meter detection range. The technology features a customized large-array VCSEL light source and high-resolution SPAD sensor for precise environmental mapping. This expansion leverages ECARX's existing partnerships with 18 automakers across 28 global brands and demonstrates its strategy to diversify into the high-growth robotics and AI applications markets.

ECARX Holdings (Nasdaq: ECX) unveiled its EXP01 processor at the RISC-V Summit Europe 2025, marking a significant advancement in automotive computing technology. The processor, built on the open-source RISC-V architecture, features a dual-core safety design that achieved ISO 26262 ASIL-D certification, the highest level of functional safety.

The company also presented its roadmap for a next-generation automotive-grade MCU designed for intelligent cockpit and body-domain control applications, compliant with ISO 26262 ASIL-B safety standards. ECARX engaged in technical collaborations with RISC-V developers, including StarFive Technology, to accelerate the integration of RISC-V-based computing platforms in future vehicle architectures.

ECARX reported strong Q1 2025 financial results with a 30% year-over-year revenue growth to RMB1,222.4 million (US$168.5 million). The company maintained a 20% gross margin while reducing operating losses by 30%. Shipments reached 684,000 units, bringing total vehicles with ECARX technology to over 8.7 million.

Key highlights include:

• Sales revenue up 16% to RMB879.2 million
• Software license revenue surged 148% to RMB186.6 million
• Service revenue increased 49% to RMB156.6 million
• Net loss reduced to RMB196.9 million from RMB304.0 million year-over-year

The company secured 8 new projects under Geely's E/E architecture and introduced ECARXperience, their new AI-powered HMI system. ECARX also raised US$45 million for global expansion and partnered with HERE Technologies for next-gen navigation systems.